Insurance
The Instruments
Insurance
BH Wealth offers a symphony of individual and Business Insurance solutions.
Wealth Transfer Planning
Policy Evaluation Program
Let our experts review your insurance policies.
- Trust funding with life insurance
- Generation skipping and dynasty trusts
- Long term care (LTC) riders on trust-owned policies
- Planning for international clients, including foreign nationals
- Special needs and discretionary trusts
- Spousal lifetime access trusts (SLATs)
- Use of grantor retained annuity trusts (GRATs) and sales to grantor trusts
Business Planning
Business Succession Review
Let our experts review your business succession insurance policies.
- Entity, cross purchase trustee or insurance LLC
- Business valuations (provided by outside organizations)
- Corporate split dollar
- Executive bonus arrangements, with or without LC coverage
- Insurance in qualified retirement plans
- Key person insurance
- Non-qualified deferred compensation

Breaking Down the Parts of Medicare
Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.
Learn More

Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
Learn More

Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Learn More

Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Learn More
End Your War With Money.
Financial language jargon creates dissonance accompanied by a feeling of powerlessness, which leads to financial paralysis. Finally, the language of money is singing a new song. Jaimie Blackman, Co-Founder & President, BH Wealth.